Stock
AVSD
| Ownership Count: | 68 |
| Ownership Count: | 68 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| Clarity Asset Management, Inc. | 10.07% |
Added 1.13%
|
276,400 | $15,389,000.0 |
| Willow Creek Wealth Management Inc. | 1.18% |
No Change
|
201,107 | $11,197,000.0 |
| Corient Private Wealth LLC | 0.02% |
Added 2.66%
|
181,159 | $10,086,000.0 |
| LongView Asset Management LLC | 4.9% |
No Change
|
71,795 | $3,997,000.0 |
| Merriman Wealth Management, LLC | 0.16% |
Added 1.05%
|
68,364 | $3,806,000.0 |
| Silicon Hills Wealth Management, LLC | 1.94% |
No Change
|
66,858 | $3,423,000.0 |
| HighTower Advisors, LLC | 0.01% |
Added 11.95%
|
64,877 | $3,612,000.0 |
| WA Asset Management, LLC | 0.07% |
Reduced 1.50%
|
58,749 | $3,559,000.0 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.0% |
Added 4.45%
|
57,950 | $3,227,000.0 |
| Waverly Advisors, LLC | 0.05% |
Reduced 4.75%
|
55,956 | $3,115,000.0 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.0% |
Added 192.83%
|
33,087 | $1,842,000.0 |
| Wealthstream Advisors, Inc. | 0.34% |
Added 16.30%
|
32,270 | $1,796,000.0 |
| Highland Financial Advisors, LLC | 0.62% |
Added 0.58%
|
32,156 | $1,790,000.0 |
| Northland Capital Management LLC | 1.36% |
Reduced 12.33%
|
30,676 | $1,708,000.0 |
| Royal Bank of Canada | 0.0% |
Added 1890.16%
|
29,315 | $1,482,000.0 |